Alternative investments

In the second part of his interview with Money Management Executive, Menard expands on the firm’s strategy toward product innovation and what business it won’t pursue.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

Neil Menard, group president CNL Capital Markets and president of CNL Securities, said that there is still much industry uncertainty about managing change.

The reductions will save current investors about $20 million annually, the firm says.

Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.

As the U.K.’s historic vote to leave the European Union jolted markets around the world, investors responded with a mix of shock, fear and excitement.

Executives from the Alternative and Direct Investment Securities Association discuss challenges the nontraded REIT industry faces in light of the DoL's newly introduced fiduciary rule.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

ETFs are product of choice as 83% of advisers say they currently hold them in their portfolios or are recommending them to clients in the future, according to a recent survey.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Smart-beta styles underlie about one in five ETFs globally with an estimated $400 billion under management, and if they plunged, millions of investors would be burned.

French serve as head of beta solutions, the money manager said in a statement.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.